Stephanie Ferancik

Investment Associate

Stephanie’s our “VP in Charge of Keeping Shelley Organized”; she’s been Shelley’s right-hand from the very start.  She’s our #1 Client Experience Specialist who actively seeks the best possible outcome and experience for our clients. Stephanie understands every nuance of client administration and while she’s busy dotting every i and crossing every t, she is also finishing Shelley’s sentences for her. Steph runs a tight ship, she keeps us all in line, makes sure every call and query are answered and ensures that nothing falls through the cracks.